Kayne Anderson Rudnick Institutional Services

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Kayne Anderson Rudnick's Doug Foreman quoted by Bloomberg

Kayne Anderson Rudnick CIO Doug Foreman was quoted today in a Bloomberg article titled "U.S. Stocks Lose Momentum After S&P 500 Index Tops 2,000." Mr. Foreman commented on equity valuations amidst the recent market rally that propelled the Standard & Poor's 500 Index (SPX) above a record 2,000, with gains in 10 of the past 13 days.

8.22.2014 (www.Bloomberg.com)
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Kayne Anderson Rudnick's Doug Foreman quoted by CNBC

Kayne Anderson Rudnick CIO Doug Foreman was quoted today in a CNBC report titled " Stocks End Mixed; Best Week in 4 Months for Dow, S&P." Mr. Foreman commented on speeches by European Central Bank President Mario Draghi and Federal Reserve Chair Janet Yellen regarding stimulus for the euro-zone economy and slack in the U.S. labor market respectively.

8.22.2014 (www.CNBC.com)
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Kayne Anderson Rudnick's Doug Foreman quoted by Reuters

Doug Foreman, Chief Investment Officer of Kayne Anderson Rudnick, was quoted today in an article published on the Reuters website. The article, titled "European Stocks Lower on Russia, Data; Bonds Prices Up," discusses market reactions to Europe's recovery and Russia's political headlines.

8.6.2014 (www.Reuters.com)
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Financial Times Ranks Kayne Anderson Rudnick Among "Top 300 Registered Investment Advisers"

We are pleased to announce that Kayne Anderson Rudnick was named to the Financial Times 2014 list of the Top 300 Registered Investment Advisers, which was published in today's U.S. edition of the newspaper as well as on www.FT.com.

The Financial Times considered applications from more than 2,000 independent RIA firms. In an effort to reward attributes that affluent investors care about, FT graded firms' performance on six primary factors and calculated a numeric score for each advisor. Areas of consideration included AUM (Assets Under Management), AUM growth, years the firm has been in existence, industry certifications of staff, SEC compliance record, and online accessibility. Neither the RIA firms nor their employees paid a fee to Financial Times in exchange for inclusion in the FT 300. The average FT 300 practice oversees more than $2.5 billion in AUM and serves over 3,000 clients.

We appreciate this recognition by Financial Times of the outstanding work being done by our entire Wealth Advisors group, and we sincerely value the trust our clients have shown by allowing us to oversee their investments.

6.26.2014 (www.FT.com)
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Kayne Anderson Rudnick's Doug Foreman quoted by CNBC

Kayne Anderson Rudnick CIO Doug Foreman was quoted today in a CNBC mid-day report titled "US Stocks Finish Higher; S&P 500 near Record Close." Regarding data showing that the economy contracted 2.9 percent in the first quarter, Mr. Foreman said "GDP is obviously important, but by the time you get the final number, it's ancient history and the market has moved on. The GDP number was a little unsettling, but as unsettling as it is, corporate earnings did really well, and profit margins held in beautifully. In retrospect, it's actually pretty remarkable how well these companies did, but it helps explain why the bond market has been so strong."

6.25.2014 (www.CNBC.com)
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Kayne Anderson Rudnick's Doug Foreman quoted by Reuters

Doug Foreman, Chief Investment Officer of Kayne Anderson Rudnick, was quoted today in an article published on the Reuters website. The article, titled "U.S. Stocks - S&P 500 Sets Another Record Closing High on Growth Bets," discusses how the U.S. 10-year Treasury note yield touched 2.40 percent, and how low yields could keep pulling investors into dividend-paying stocks, with high-yielding utilities widely outperforming the S&P 500 so far this year.

5.29.2014 (www.Reuters.com)


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Kayne Anderson Rudnick's Doug Foreman quoted by Reuters

Doug Foreman, Chief Investment Officer of Kayne Anderson Rudnick, was quoted today in an article published on the Reuters website. The article, titled "Wall St. Climbs as Ukraine Worries Ease," discusses how the S&P 500 bounced back from its worst weekly drop as concerns eased over the situation in Crimea, even as the region voted to join Russia.

3.17.2014 (www.Reuters.com)


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Laurie Deaton, CFA, joins Kayne Anderson Rudnick as Director, Institutional Sales

Laurie Deaton has joined Kayne Anderson Rudnick's Institutional Client Services Team in the position of Director, Institutional Sales. She will be responsible for representing our investment management strategies to institutional clients and consultants in the Western United States.

Laurie has extensive experience in institutional sales in both consultant relations and direct marketing to institutional plan sponsors, and we are confident that her comprehensive knowledge and strong relationships across the institutional marketplace will help us cultivate and grow this important area of our asset management business.

Prior to joining Kayne Anderson Rudnick, Laurie was a Principal at Hall Capital Partners, where she was responsible for business development and institutional sales. Prior to Hall Capital Partners, she was with Loomis, Sayles & Company and Wellington Management Company where she worked with institutional investors and their consultants throughout the Western United States. She began her investment career at Pacific Enterprises where she managed a $2 billion pension fund with exposure to all asset classes.


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Kayne Anderson Rudnick's Doug Foreman quoted by Bloomberg

Doug Foreman, Chief Investment Officer of Kayne Anderson Rudnick, was quoted yesterday in an article on Bloomberg's website. The article, titled "Money Pours Into Health-Care ETFs Spurred by New Drugs," discusses the soaring popularity of health-care ETFs in response to innovation within the biotechnology and pharmaceutical sectors.


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Kayne Anderson Rudnick's Doug Foreman quoted in mid-day report by CNBC

Doug Foreman, Chief Investment Officer of Kayne Anderson Rudnick, was quoted today in a mid-day report by Kate Gibson at CNBC. The article, titled "Stocks Rise as Yellen says Weather could be a Factor in Economic Softness," discusses how weather has impacted business over the last couple of months.


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Small Cap Quality Select strategy ranked in Top 10 by P&I Magazine

We are happy to announce that Kayne Anderson Rudnick's Small Cap Quality Select strategy was ranked #8 in the Composite U.S. Stock category and #4 within the Composite U.S. Growth Equity sub-category for its five-year return by Pensions & Investments magazine. The Composite U.S Stock category is a broad grouping of a variety of domestic asset classes so the ranking speaks to the strong absolute return of the firm's strategy.

Kayne Anderson Rudnick's Small Cap Quality Select Portfolio is a concentrated (6 to 12 names) "best ideas" portfolio that leverages our fundamental research platform. In addition to its strong returns, the strategy has maintained a risk level comparable to that of the benchmark (Russell 2000) since inception, while also realizing a much lower downside capture ratio. This is the product of our diligent research process and the high quality of the underlying businesses in which we invest.


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Kayne Anderson Rudnick's Doug Foreman quoted in Wall Street Journal article on U.S. Retail Sector

Doug Foreman, Chief Investment Officer of Kayne Anderson Rudnick, was quoted today in the print edition of the Wall Street Journal. The article, titled "For Investors in Retail Stocks, Shopping Spree is Over," covers the US retail sector and begins on the first page of the "Money & Investing" section (page C1).

1.17.2014 (www.WSJ.com)
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Kayne Anderson Rudnick's Doug Foreman quoted in CNBC article on U.S. Stocks

Doug Foreman, Chief Investment Officer of Kayne Anderson Rudnick, was quoted in an article published by CNBC today titled "US Stocks Mixed After Fed Minutes and Upbeat ADP Report."

1.08.2014 (www.CNBC.com)
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Kayne Anderson Rudnick's Doug Foreman quoted in a Reuters article on market activity.

Doug Foreman, Co-Chief Investment Officer of Kayne Anderson Rudnick, was quoted in a recent Reuters article covering market activity in light of the Federal Reserve continuing its stimulus program for at least several more months.

10.29.2013 (www.Reuters.com)
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Kayne Anderson Rudnick's Doug Foreman quoted in a Reuters article on market activity.

Doug Foreman, Co-Chief Investment Officer of Kayne Anderson Rudnick, was quoted in a recent Reuters article covering market activity after the Federal Reserve's comments on scaling back its stimulus program.

9.18.2013 (www.Reuters.com)
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Kayne Anderson Rudnick's Spuds Powell featured in an InvestmentNews article looking back at the Financial Crisis

Spuds Powell, Managing Director of Kayne Anderson Rudnick's Wealth Advisors team, was featured in an article written by InvestmentNews called Financial Crisis: A Look Back. The article looks at the adviser and client fallout from the 2008 crash now that we are five years removed. Specifically it covers clients' sentiments at the time, how advisors responded to the events that took place, and whether they have re-invested in equities.

9.15.2013 (www.InvestmentNews.com)
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Kayne Anderson Rudnick's Spuds Powell featured in a WallStreetJournal.com article on lessons learned from the financial crisis.

Spuds Powell, Managing Director of Kayne Anderson Rudnick's Wealth Advisors team, was featured in an article published on WallStreetJournal.com regarding lessons learned from the financial crisis. The article highlights Spuds and the firm, including how Kayne Anderson Rudnick's recommended investment strategies fare well during bear markets, something investors burned in 2008 should appreciate.

9.12.2013 (www.WSJ.com)
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Kayne Anderson Rudnick's Craig Stone featured in TheStreet.com video on the Virtus International Small Cap fund.

Craig Stone, Portfolio Manager and Senior Research Analyst at Kayne Anderson Rudnick, was featured in a video for TheStreet.com which highlights select holdings in the Virtus International Small Cap fund.

9.11.2013 (www.TheStreet.com)
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Kayne Anderson Rudnick's Doug Foreman quoted in Marketwatch article

Doug Foreman, Co-Chief Investment Officer of Kayne Anderson Rudnick, was quoted in a Marketwatch article entitled U.S. Stocks Extend Gains Into Third Day.

9.4.13 (www.Marketwatch.com)
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Kayne Anderson Rudnick's Jon Christensen quoted in TheStreet.com article covering differentiated select equity funds

Jon Christensen, Portfolio Manager and Senior Research Analyst at Kayne Anderson Rudnick, was quoted in a TheStreet.com article covering select equity funds that have differentiated themselves from and outperformed their peers. The article highlights the Small-Cap Core Fund and how it limits risk so effectively as well as Kayne Anderson Rudnic's investment philosophy.

8.7.2013 (www.TheStreet.com)
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Barron's Ranks Kayne Anderson Rudnick #5 Among America's "Top 100 Independent Financial Advisors"

We are pleased to announce that Kayne Anderson Rudnick was recently ranked #5 on Barron's 2013 list of "Top 100 Independent Financial Advisors." To be considered for inclusion, wealth advisors were required to complete an extensive questionnaire regarding their advisory practice. The editors at Barron's focused on the overall quality of the practice in screening the pool of advisors to determine the top 100 practitioners across the country. This is the seventh annual ranking by Barron's, and we believe the prominent inclusion of our firm reflects not only the recent growth of our business but also our continued focus on delivering outstanding service,high-quality investment strategies, and superior wealth management solutions to our clients.

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Small Cap Quality Select strategy ranked #10 by P&I Magazine

We are happy to announce that Kayne Anderson Rudnick's Small Cap Quality Select strategy was ranked #10 in the Composite U.S. Stock category for its five-year return by Pensions & Investments magazine. The Composite U.S Stock category is a broad grouping of a variety of domestic asset classes so the ranking speaks to the strong absolute return of the firm's strategy.

Kayne Anderson Rudnick's Small Cap Quality Select Portfolio is a concentrated (6 to 12 names) "best ideas" portfolio that leverages our fundamental research platform. In addition to its strong returns, the strategy has maintained a risk level comparable to that of the benchmark (Russell 2000) since inception, while also realizing a much lower downside capture ratio. This is the product of our diligent research process and the high quality of the underlying businesses in which we invest.


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Doug Foreman, CFA Appointed Co-Chief Investment Officer

We are pleased to announce that effective January 1, 2013 Doug Foreman was appointed Co-Chief Investment Officer. In this new role, Mr. Foreman will share responsibility for leadership of the firm's equity team and investment operations with Robert Schwarzkopf, Chief Investment Officer since 2007. Mr. Foreman will retain his Director of Equities role and he will also be added as the fourth member of the Executive Management Committee joining Mr. Schwarzkopf, Jeannine Vanian, Chief Operating Officer, and Steve Rigali, Executive Vice President.
click on the link to read his full biography.

The Kayne Anderson Rudnick Small Cap Core Strategy Recognized as a Top Performer by Lipper MarketPlace Best Money Managers

The Small Cap Core strategy was ranked as a Top Performer by Lipper MarketPlace for the following time periods and categories:

 

 

Kayne Anderson Rudnick Named 2012 Small-Cap Equity SMA Manager of the Year.

Kayne Anderson Rudnick has been named a 2012 Separately Managed Account (SMA) Manager of the Year in the eighth annual SMA Awards sponsored by Investment Advisor magazine and research firm Prima Capital. Our Small-Cap Sustainable Growth Portfolio captured the "best in class" honor in the Small Cap Equity category. A profile is featured in the April 2012 edition of Investment Advisor as part of an article on the 2012 SMA Manager of the Year Awards.Click on the link to read the full article.

The Virtus Small-Cap Sustainable Growth Fund was highlighted in the Wall Street Journal.

Click on the link to read the full article.

Doug Foreman, Director of Equities, Featured on FOX Business

Doug Foreman, CFA, Director of Equities, was featured on FOX Business to discuss his outlook for the stock and bond markets and the economy for 2012. Watch the video below.

Small-Cap Sustainable Growth Fund Featured on the FOX Business show "After the Bell".

Todd Beiley, CFA, Portfolio Manager and Senior Research Analyst, was featured on "After the Bell" to discuss the Virtus Small-Cap Sustainable Growth Fund, the second best performing U.S. stock mutual fund for the year-to-date ending September 30, 2011. Watch the video below.

Todd Beiley, CFA, Portfolio Manager and Senior Research Analyst, Provides His Perspective on Stocks in the Virtus Small-Cap Sustainable Growth Fund in the October 5th, 2011 Wall Street Journal article entitled Hunting for Growth.

Read Todd Beiley's interview in The Wall Street Journal entitled Hunting for Growth.The article highlights Kayne Anderson Rudnick's high-quality investment approach as well as the fund's recent strong performance.Click on the link to read the full article.

Kayne Anderson Rudnick Names Doug Foreman, CFA, Director of Equities

Kayne Anderson Rudnick is pleased to announce that Doug Foreman, CFA, a 25-year veteran of the investment industry, recently joined the firm as Director of Equities. In his new role as Director of Equities, his primary responsibilities will be to evolve and advance KAR's equity investment process, including the research tools used by the equity team, and to take the lead in product development. To learn more about Doug Foreman, CFA, click on the link to read his full biography.

Richard Sherry, CFA, Portfolio Manager and Senior Research Analyst, Offers His Commentary on Corporate Earnings in the First Half of 2011 on MarketWatch.com

Read what Richard Sherry thinks about corporate earnings on MarketWatch.com. Click on the link to read the full article.

Jon Christensen, CFA, Portfolio Manager and Senior Research Analyst, featured on TheStreet.com

Jon Christensen, CFA is featured on a a podcast (Double-Dip, Small Cap Stars, and Asset Allocation) and on a video (Small Caps for All Seasons) on TheStreet.com discussing the firm's high-quality investment approach and stocks in the Virtus Small-Cap Core Fund.

Richard Sherry, CFA, Portfolio Manager and Senior Research Analyst, Provides His Perspective on Large-Cap Value Stocks on Reuters.com

Read Richard Sherry's interview on Reuters.com featuring the Virtus Quality Large-Cap Value Fund. Click on the link to read the full article.

Jon Christensen, CFA, Portfolio Manager and Senior Research Analyst, Quoted in BusinessWeek

Jon Christensen, CFA, provides his perspective on corporate profits in the BusinessWeek article titled "Earnings: Nowhere to Go but Up." Click on the link to read the full article.

Robert Schwarzkopf, CFA, Chief Investment Officer and Small and Mid Cap Portfolio Manager, featured in Investment News

Robert Schwarzkopf, CFA is featured in an article in Investment News titled "Good stock ideas exist even in ugly markets."

The Virtus Quality Small-Cap Fund featured on Ticker.com

The Virtus Quality Small-Cap Fund, sub-advised by Kayne Anderson Rudnick, is featured in a fund profile on Ticker.com. Click on the link to read the full profile.

The Kayne Anderson Rudnick Mid Cap Core Portfolio profiled in The Wall St. Transcript

Read Jon Christensen's and Craig Stone's interview in The Wall Street Transcript discussing the attributes of the Mid Cap Core strategy. Click on the link for the full interview.